Our Team

L to R: Shawn Purcell, Peggy Macrae

Shawn Purcell

Senior Financial Planner
Branch Manager

Shawn Purcell began his financial planning practice in 1994. At the forefront is his Team’s Commitment of Value, driven by the unwavering dedication to service excellence he brings to each and every client relationship. Shawn believes his clients are his partners and together he helps them make the right financial decisions for themselves and their families. Acting as each client’s key wealth advisor, Shawn’s integrated wealth planning approach helps his clients plan and realize their goals towards a more secure, fulfilling and balanced life.

Shawn, his wife Mojgan and son Sam live in North Vancouver. Away from the office, Shawn enjoys golf, skiing and playing hockey.

Peggy Macrae

Investment Advisor

Peggy shares Shawn’s goal of delivering service excellent to their clients.

Working closely with Shawn through the wealth planning process Peggy is primarily responsible for creating financial plans including data entry, presentation, implementation and follow up. Peggy is also the administrative head of the team responsible for processing transactions and follow-up as well as handling most day to day client service related issues.

Prior to joining Shawn Peggy worked as a securities licensed assistant at Manulife Securities.

Jane Shanks

Regional Vice-President, Wealth Planning, with United Financial

Jane works closely with Assante Advisors in BC and Alberta to identify issues and provide wealth planning solutions to our clients. Jane has a Bachelor of Law Degree and a Bachelor of Arts Degree from the University of Windsor. She is a member of the Law Society of Upper Canada and The Society of Trust and Estate Practitioners.

Since being called to the Bar in 1981, Jane has worked in private client and wealth management services, specializing in estate and trust planning and administration. Prior to joining United Financial, Jane was Vice President, Prairie Region with a major trust company, where she managed the operation and delivery of Estate, Trust and Agency Services throughout the prairie provinces.

Jane has been a seminar instructor in Wills and Estates at the Law Society of Upper Canada Bar Admission Course. She has presented seminars and lectures to various groups and organizations on estate planning and administration issues.

United Financial is a division of CI Private Counsel LP.